Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
Y |
Y |
N |
N |
Y |
Y |
N |
*This feed supports history only on initial activation.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Wentworth Group account number.
Note that if the account number you start with is a "P", it is outdated, and you will need a new account number.
Account Number: P123456
Product Set to " Finclear (Previously Finex)
Finclear - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked, the system will create new investment accounts, which could cause duplication of investment accounts, that can be challenging to correct.
Authority Process
- The Account Holder is required to send an email to:
Email:tom@wentworthgcp.com
With the following text:
Dear Wentworth Group,
Please enable a data feed for my broking account (Acc# XXXXXX) to Class Super.
Kind Regards, - Change the status of the feed to "Waiting on Provider"
Note: The data is expected to start loading automatically within 10 business days.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |